The End of Microsoft As We Know It?

Manoj Kasichainula sent us This link to a Fred Moody writeup where he talks about his theory that Gates is preparing to break Microsoft up into several smaller companies. This is something I've been arguing over for years. MS needs to be divided into completely independant businesses (OSs, Application, Devel Tools, Books, and all standards defined in public committees like the W3). Moody seems to think Bill is preparing for such a division. Interesting stuff.